185: Ideas to Implement - *Free Download* Client Intel Process

The Efficient Advisor: Tactical Business Advice for Financial Planners

18-04-2024 • 10 mins

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process

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LINKS FROM THIS EPISODE

Grab the Client Intel Process PDF Here

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